Sales Relationship Manager

Gateway; Dubai; On-site; AED 200,000 - 300,000; Full time

Job summary

A prominent asset management firm located in Dubai is seeking an experienced Sales Relationship Manager to develop long-term relationships with high-net-worth clients. The ideal candidate will possess over 5 years in Private Banking or Asset Management, a strong understanding of financial products, and an existing book of HNW clients. The role involves advising clients, generating growth in assets under management, and ensuring compliance with regulations. Competitive compensation and a dynamic team await the right candidate.

Qualifications

• 5+ years of experience in Private Banking or Asset Management at a Senior level.
• Strong knowledge of financial markets and products.
• Established relationships with HNW & UHNW clients.

Responsibilities

• Develop long-term relationships with HNW & UHNW clients.
• Generate growth in AUM and revenue streams.
• Advise clients on investment needs while ensuring compliance.

Skills

Relationship-building

Communication

Negotiation

Financial product knowledge

Wealth management

KYC/AML compliance

Education

Bachelor's degree in finance or related field

Job description

About the job Sales Relationship Manager

Our client is a leading Asset Management firm located in the heart of the Dubai
International Financial Centre (DIFC), regulated by the Dubai Financial Services Authority (DFSA) Cat 3C.

• With a leading digital platform and access to global markets and exclusive private deals, we are well structured to service clients from various geographies and diverse investment interests.
• What differentiates us from our competitors, is our independence and our capacity to innovate. We actively manage our own Equity and Fixed Income Portfolios, using a modern-day value investment style based on fundamentals, helped by a macroeconomic overlay and a quantitative optimisation.
• You will have the opportunity to work with a seasoned, well‑established, and very international team, where everyone's opinions and inputs are important.

Responsibilities

• Develop and maintain long‑term relationships with HNW & UHNW clients by understanding their unique financial needs and objectives. Becoming their trusted …
• Generate growth in AUM and revenue streams that will ensure delivery of the financial plan and achievement of Individual and Firm's Targets against Key Performance Indicators while maintaining a high standard of service quality.
• Job responsibilities will include acquisition of HNW & UHNW clients, advising clients regarding their investment needs, in strict compliance with applicable rules and regulations and providing high levels of service.
• Actively define your strategy to develop your clients portfolios using the full breadth of the firm's products and capabilities.
• An active team member, ready to contribute for the development of the commercial and investment areas with ideas and suggestions.
• (AUM) and account profitability, while maintaining a high standard of service quality.
• To act as the first line of defence, performing KYC/AML reviews, including periodic reviews & Due Diligence reviews in a timely manner by maintaining satisfactory Control & Compliance environment with full adherence to DFSA rules and regulations and Company Policies and Procedures.

The Successful Applicant should have the following:

• Currently working at a well-established Private Bank, Asset Management or Wealth Management firm with not less than 5 years of experience at Senior level.
• At least a bachelor's degree in finance, business management or a related field from
• Strong knowledge of financial products, financial markets, and wealth management.
• Have an established book of HNW & UHNW clients, and relationships with family offices and/or institutions.
• Business Plan for the first 3 years.
• Generate growth in AUM and revenue streams that will ensure delivery of the …
• Continue to grow your existing relationships and acquire new ones.
• Exceptional communication, negotiation, and relationship‑building skills.
• Motivation and team spirit is essential, strong sense of group.
• Interest and knowledge to explore alternative asset classes: venture capital, hedge …
• Fluent English, additional languages a plus.
• Professional certifications such as CFP, CISI or equivalent are highly desirable.